did you see over the weekend president obama was in bangkok confident a deal could be made. geithner sounded confident a deal could be made. it's funny. a number of guys this weekend mentioned to me the signs to buy would not come from congress. it's going to come from the irs. a number of guys have been mentioning it's likely the deal looks possible or even very likely. the irs will issue a directive to everybody essentially telling everybody not to change withholding rates if we look like we have a deal. that's exempting the top 2% of course. when you get that even if you don't have a deal, that's a detectivi directive that the thing will happen there. keep your book light. a lot of guys play different books. 60% long, 40% short. a lot of guys a good part of their books are now in the cash side right now. the important thing is looking at some of these hedge fund returns, most returns are up 4%, 5%, 6%. somewhere around there. the s&p is up 8%. most of them are still under performing on the year. you mentioned the impact on sandy and manufacturing. this certainly makes sen